Anic Equity¶
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Total return since start: 0.616 %¶
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Equity now: -----------------------------> 49375.55 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45314.34 Kr¶
PnL: ---------------------------------------> 258.34 Kr¶
DD now: ---------------------------------> -7.05 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 11:06:51.930668'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.790000 | 1674.000000 | 205.000000 | 13.960000 | 1468.999998 |
| Sedana Medical | 93 | 4.560000 | 2685.840000 | 164.840000 | 6.540000 | 2521.000011 |
| Orrön Energy | 180 | 4.330000 | 2145.600000 | 102.600000 | 5.020000 | 2043.000000 |
| Atrium Ljungberg B | 5 | 3.520000 | 986.000000 | 51.000000 | 5.450000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | 3.710000 | 1005.600000 | 44.600000 | 4.640000 | 960.999996 |
| Sagax A | 4 | 3.720000 | 892.000000 | 38.000000 | 4.450000 | 854.000000 |
| Catena | 2 | 3.140000 | 828.400000 | 36.400000 | 4.600000 | 792.000000 |
| Sagax B | 4 | 2.680000 | 890.000000 | 36.000000 | 4.220000 | 854.000000 |
| JM | 6 | 2.260000 | 897.600000 | 33.600000 | 3.890000 | 864.000000 |
| Hoist Finance | 35 | 0.520000 | 1009.750000 | 29.750000 | 3.040000 | 980.000000 |
| Hexatronic Group | 12 | 2.080000 | 988.320000 | 21.320000 | 2.200000 | 966.999996 |
| Gränges | 9 | 2.130000 | 947.700000 | 19.700000 | 2.120000 | 927.999999 |
| Byggmax Group | 33 | 1.870000 | 970.860000 | 14.860000 | 1.550000 | 956.000001 |
| BioGaia B | 8 | 0.770000 | 941.600000 | 11.600000 | 1.250000 | 930.000000 |
| Bilia A | 8 | 1.070000 | 909.600000 | 9.600000 | 1.070000 | 900.000000 |
| Clas Ohlson B | 12 | 0.120000 | 975.600000 | 2.600000 | 0.270000 | 972.999996 |
| HEXPOL B | 9 | -0.440000 | 1023.300000 | 2.300000 | 0.230000 | 1020.999996 |
| AcadeMedia | 8 | 0.700000 | 403.600000 | 1.600000 | 0.400000 | 402.000000 |
| EQT | 4 | 0.630000 | 833.200000 | 1.200000 | 0.140000 | 832.000000 |
| ASSA ABLOY B | 3 | -0.770000 | 769.800000 | -9.200000 | -1.180000 | 779.000001 |
| Biotage | 7 | -1.190000 | 931.700000 | -9.300000 | -0.990000 | 940.999997 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Alimak Group | 11 | -0.480000 | 913.000000 | -15.000000 | -1.620000 | 927.999996 |
| VEF | 909 | 0.800000 | 1832.540000 | -17.460000 | -0.940000 | 1850.000436 |
| OX2 | 13 | -0.900000 | 932.100000 | -17.900000 | -1.880000 | 949.999999 |
| Nordic Waterproofing Holding | 7 | 0.000000 | 943.600000 | -23.400000 | -2.420000 | 966.999999 |
| SKF B | 5 | -2.200000 | 911.500000 | -28.500000 | -3.030000 | 940.000000 |
| Addnode Group B | 11 | -2.070000 | 882.750000 | -38.250000 | -4.150000 | 921.000003 |
| Indutrade | 5 | 1.550000 | 1179.000000 | -39.000000 | -3.200000 | 1218.000000 |
| Vitec Software Group B | 2 | 0.480000 | 1047.000000 | -40.000000 | -3.680000 | 1087.000000 |
| Latour B | 4 | -0.340000 | 815.200000 | -41.800000 | -4.880000 | 857.000000 |
| Hexagon B | 26 | 0.610000 | 3411.200000 | -49.800000 | -1.440000 | 3461.000010 |
| BHG Group | 97 | 2.650000 | 1390.980000 | -68.020000 | -4.660000 | 1458.999989 |
| Bufab | 3 | -1.200000 | 1040.400000 | -68.600000 | -6.190000 | 1109.000001 |
| INVISIO | 16 | 0.000000 | 3600.000000 | -89.000000 | -2.410000 | 3689.000000 |
| TOTAL | 45314.340000 | 258.340000 | -7.04965% | 45056.000411 |
Updated:¶
'2023-07-04 11:07:09.068085'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
